Investment Planning Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Investment Planning Advisors’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$497K	Buy	16,311 +385	+2%	+$12K	0.12%	66
2026 Q1	$483K	Buy	15,926 +334	+2%	+$10.5K	0.13%	63
2025 Q4	$483K	Sell	15,592 -3,948	-20%	-$123K	0.14%	61
2025 Q3	$618K	Sell	19,540 -1,641	-8%	-$51.6K	0.19%	50
2025 Q2	$650K	Sell	21,181 -6,275	-23%	-$189K	0.23%	41
2025 Q1	$844K	Sell	27,456 -13	-0%	-$410	0.34%	34
2024 Q4	$864K	Buy	27,469 +788	+3%	+$25.7K	0.38%	32
2024 Q3	$842K	Hold	26,681	–	–	0.43%	32
2024 Q2	$842K	Buy	+26,681	New	+$840K	0.43%	32

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investment Planning Advisors's PFF Position: Q2 2026 in Review

Investment Planning Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.4% in Q2 2026, buying an estimated $12K and bringing the position to 16,311 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #66.

Investment Planning Advisors first reported a position in PFF in Q2 2024 and has held it in 9 quarters since. The position peaked at $864K in Q4 2024. 975 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Investment Planning Advisors held 16,311 shares of iShares Preferred and Income Securities ETF worth $497K as of Q2 2026.
Investment Planning Advisors bought 385 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $12K.
iShares Preferred and Income Securities ETF made up 0.12% of Investment Planning Advisors's portfolio in Q2 2026, its #66 holding.
Investment Planning Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's iShares Preferred and Income Securities ETF position peaked at $864K in Q4 2024.
975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.